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The Process
Our process is 100% virtual.
1. VIRTUAL APPOINTMENT
1. VIRTUAL APPOINTMENT
Join us on a phone or video conference so we can learn more about you and your needs.
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Initial appointments can be as long as 30 minutes and its a great way to ease into the process. No commitment!
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2. INFO GATHERING
2. INFO GATHERING
After the initial appointment, we will send you a form so we can gather all of the pertinent information. Once we receive the form, you will receive a client agreement and access to the payment portal.
If needed, we will then make an appointment for a second interview. This interview will be a more tailored experience to discuss your documents.
3. DRAFT REVIEW
3. DRAFT REVIEW
After the follow up conversation, we will begin work on your documents. Once we are finished, we will send you electronic drafts of all your documents for your review.
4. ASSEMBLY AND
DOWNLOAD
4. ASSEMBLY AND
DOWNLOAD
Once we have reviewed all of your estate documents with you and you are satisfied with your estate plan, we will assemble your documents and upload them to your portal.
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*We offer signing and execution services for an additional charge. ONLY available to clients who live in Miami-Dade County*
Our Attorneys
REBECCA NARANJO
ARMANDO
DEL CORRAL
Life can only be understood backwards; but it must be lived forwards.
Soren Kierkegaard (1843)
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